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Mine & Arao Wealth Creation & Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mine & Arao Wealth Creation & Management’s Portfolio JPST Stock Details JPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-294
Closed -$14.8K – 230
2024
Q1 		$14.8K Sell
294
-294
-50% -$14.8K 0.01% 188
2023
Q4 		$29.5K Buy
+588
New +$29.5K 0.02% 168

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's JPST Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 294 shares — an estimated $14.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in JPST in Q4 2023 and held it in 2 quarters. The position peaked at $29.5K in Q4 2023. 989 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 294 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $14.8K.
  • Mine & Arao Wealth Creation & Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 2 quarters.
  • Mine & Arao Wealth Creation & Management's JPMorgan Ultra-Short Income ETF position peaked at $29.5K in Q4 2023.
  • 989 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.